Create consistent looking PDF binders
Ensure PDF binders are consistent across your team, department, or the entire organization. Work from pre-set templates when you need to create standard documents you use regularly - like Closing Books or Family Court bundles - and save hours.
What can a Binder Project template include?
Binder Project templates can be pre-configured by a pdfDocs Administrators and saved to a company server, so they're accessible to everyone. Or, if yours needs to look a little different, you can work from a separate version saved locally.
Your PDF binder template can have a standard Cover Page, Table of Contents, and folder structure. Apply a Numbering Set and corporate stationery and configure your Output and Security Settings. This saves you time and effort since you won't have to do this each time you need to create a Closing Book, for example, and ensures you're generating the same professional-looking PDF binders as everyone else in the business.
To work from a Binder Project template, all you have to do is choose your template, add in the necessary files, make any edits to the individual documents, update the Cover Page, and press Make Binder.
More ways to optimize your Binder Projects
You have access to more than just templates to save time and effort working with Binder Projects. Did you know you can add custom metadata fields to your Projects? These fields make it easier to view and sort your files according to the information that's relevant to you. For example, you can add an 'Approved' checkbox, so you can more easily see which documents are still under review. Or, add a field to enter in a due date, case number, or account name.
Legal professionals can speed up the process of identifying and retrieving their documents by outputting their PDF binders with Bates Numbering as file names. Making a simple change in the output settings means its much simpler to find related files since you just have to know the Bates Number range.